A complete list of active advisors currently associated with Libertas Wealth Management Group, Inc.

Warmer can help you find a great advisor at Libertas Wealth Management Group, Inc. or one who fits your needs even better.

Libertas Wealth Management Group provides personalized financial planning and investment management primarily to individuals, high net worth clients, business owners, and nonprofit foundations, including executives and retirees. Services listed in the brochure include portfolio management, ERISA 3(38) plan services, 401(k) consulting, sub-advisory management, and 1031 Exchange investment consulting using Delaware Statutory Trusts. The firm operates as a fee-only adviser and manages both wrap-fee and non-wrap accounts, typically on a discretionary basis using model portfolios and a blend of technical and fundamental analysis. Account reviews are performed at least quarterly and the firm may implement Asbury-developed models when acting in its sub-advisory role. Notably, Libertas supports a relatively large client base for a two-advisor practice—managing 280 client relationships—which implies a higher client load per advisor than is typical for similarly sized firms. The firm is also a sponsor of a wrap fee program and offers specialized 1031 Exchange consulting with DST implementation, features that are less common among peers.

To learn more about the advisors currently working at Libertas Wealth Management Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.